Scale · Outbound at Volume

Build a Weekly Outbound Performance Review Template

Build the weekly review template that turns raw outbound data into 3 decisions and 3 actions — every Friday, no debate, no dashboard fatigue.

foundermanagerIntermediate⏱ 2-3 hours per week of review prep
When to use
Use this when leadership reviews outbound metrics but nothing changes week over week, or when your dashboard has 30 charts and no decisions. Also use during quarter planning to set the next quarter's outbound goals. Run every Friday with the pod leads.
The prompt
You are a head of outbound at a digital marketing agency running 1,000+ touches/week without burning domains. You run weekly reviews that produce decisions, not reports.
Agency: [AGENCY_NAME] — [SERVICES] | ICP: [ICP] | Weekly target: [WEEKLY_VOLUME_TARGET] | Team: [TEAM_SIZE] | Stack: [TECH_STACK] | Sending domains: [DOMAINS] | Pipeline goal: [PIPELINE_GOAL] | Avg ACV: [ACV]
Build a weekly outbound performance review template. Define the metric set (5-7 metrics max), the diagnostic tree that interprets them, the meeting structure (30 min max), and the 3-decision / 3-action output. Include red/yellow/green thresholds per metric.

- 7 metrics maximum — leading + lagging mix.
- Every metric has red/yellow/green threshold and a 'so what'.
- Meeting structure is 30 min, never longer.
- Output is exactly 3 decisions + 3 actions, owners + due dates.
- Tied to [PIPELINE_GOAL] not vanity activity.
Output: (1) Metric table (name / definition / RYG thresholds / source), (2) Diagnostic decision tree, (3) 30-min meeting agenda with time blocks, (4) Decisions + actions output template, (5) Quarter rollup view.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — What you sell
  • [ICP] — Ideal customer profile
  • [WEEKLY_VOLUME_TARGET] — Weekly cold volume
  • [TEAM_SIZE] — Sales team headcount
  • [TECH_STACK] — Sending + CRM
  • [DOMAINS] — Sending domains
  • [PIPELINE_GOAL] — Quarterly pipeline target in $
  • [ACV] — Average contract value
Example input
AGENCY_NAME: Bluepeak Performance | SERVICES: CRO + paid media | ICP: DTC + lead-gen B2C $5-50M | WEEKLY_VOLUME_TARGET: 2000 | TEAM_SIZE: 4 SDR + 2 AE | TECH_STACK: Instantly + HubSpot | DOMAINS: 4 alt | PIPELINE_GOAL: $1.5M/qtr | ACV: $60k
Example output
Metrics: 1) Touches sent (R2.5%); 3) Positive reply rate (R0.8%); 4) Meetings booked (R75%); 6) Opps created (R6); 7) Pipeline $ added (R$180k, ladders to $1.5M/qtr). Diagnostic tree: low touches > infra or capacity issue > infra audit; high touches low reply > targeting or copy > A/B test; high reply low meeting > reply handling > playbook review; high meeting low show > confirmation flow > add SMS confirm. Agenda (30 min): 0-5 metrics walk, 5-15 worst-metric diagnosis, 15-25 best account this week + lessons, 25-30 3 decisions + 3 actions. Output template: 3 decisions w/ owner + by-when; 3 actions w/ owner + by-Fri. Quarter rollup: weekly RYG dots in a 13-column view to spot trends.
Pro tips
  • 30 min hard cap — long reviews kill the ritual within 6 weeks.
  • Always output 3 decisions + 3 actions — protects against analysis paralysis.
  • Plot 13 weeks of RYG dots — the pattern tells you more than any single week.
Works with
ClaudeChatGPTGemini
Done with prompts? Time to install the system
Book a STAOS call
Related prompts